ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 236 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $800,512 | -3.2% | 21,200 | 0.0% | 0.88% | -25.2% |
| Q4 2022 | $826,588 | +16.9% | 21,200 | 0.0% | 1.17% | +7.5% |
| Q3 2022 | $707,000 | -1.5% | 21,200 | 0.0% | 1.09% | +42.0% |
| Q2 2022 | $718,000 | -6.3% | 21,200 | 0.0% | 0.77% | +13.3% |
| Q1 2022 | $766,000 | +31.4% | 21,200 | 0.0% | 0.68% | +38.3% |
| Q4 2021 | $583,000 | +2.5% | 21,200 | 0.0% | 0.49% | +23.7% |
| Q3 2021 | $569,000 | +0.9% | 21,200 | 0.0% | 0.40% | -16.2% |
| Q2 2021 | $564,000 | +7.8% | 21,200 | 0.0% | 0.47% | +17.0% |
| Q1 2021 | $523,000 | +79.1% | 21,200 | +47.5% | 0.40% | +53.4% |
| Q4 2020 | $292,000 | – | 14,372 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 255,573 | $4,191,000 | 4.45% |
| Morningstar Investment Management LLC | 1,913,632 | $31,384,000 | 3.91% |
| Verger Capital Management LLC | 155,950 | $2,557,000 | 2.29% |
| Parcion Private Wealth LLC | 673,890 | $10,850,000 | 1.66% |
| Affiance Financial, LLC | 139,853 | $2,294,000 | 1.32% |
| Money Design Co.,Ltd. | 628,318 | $10,304,000 | 1.24% |
| SWS Partners | 148,413 | $2,434,000 | 1.22% |
| Van Cleef Asset Management,Inc | 347,825 | $5,704,000 | 1.07% |
| Versant Capital Management, Inc | 118,563 | $1,944,000 | 0.87% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 444,000 | $7,282,000 | 0.77% |